>> the obamacare regulatory environment is one element of the change in health care where the cost of health care will continue to go up and software is a fundamental way to address that. we have been very active selling companies to the larger participants as they look to build up rotter solutions. >> what other subsectors of tax are hot right now? >> infrastructure software broadly. like sapy solutions and oracle. i think you can see companies like ca trying to change itself or companies that have gone private that are trying to transform companies to deliver solutions into the small and medium-size companies in the marketplace. >> one of the stocks we like to talk about is tesla. morgan stanley doubled their price target. would you buy tesla? >> i'm a technology banker and a big car guy, so i love the stock, does it have the chops to develop the solutions that? that is an unknown. it's interesting at risk dollars that may lay out in a big way or may not. it?ould you buy >> no. >> a lot of analysts still have a bye on it. we are on the market again and 30 minutes. "street smart" is